Strategic Financial Services

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Strategic Financial Services Employees

Employee
Years
Job
Industry
Pano Pax Anthos Pano Pax Anthos New York, New York Details
Pano Pax Anthos's Strategic Financial Services Experience March 2014 - May 2014
Job Product Manager Immersive at General Assembly
Industry Internet
Experience
General Assembly  September 2015 - Present
Sophilabs   June 2014 - August 2014
Strategic Financial Services   March 2014 - May 2014
Gelber Group LLC  June 2013 - August 2013
Gather Education   June 2012 - August 2012
Fellowship of Christian Athletes  June 2011 - August 2011
Baggataway Lacrosse   June 2010 - June 2010
Snow Removal Entrepreneurial Business   November 2005 - March 2009

Skills
Social Media, PowerPoint, Marketing, Microsoft Excel, HTML, Strategic Planning, New Business Development, Marketing Strategy, Research, Business Development, Social Media Marketing

Education
Hamilton College   2010 — 2015
Bachelor of Arts (B.A.), Major: History, Minor: Economics

The Loomis Chaffee School

Wellesley High School   2005 — 2009

General Assembly

Tammy Lupia Tammy Lupia Cedar Rapids, Iowa Details
Tammy Lupia's Strategic Financial Services Experience September 2007 - September 2010
Job Executive Assistant at Mercy Medical Center
Industry Hospital & Health Care
Experience
Mercy Medical Center  September 2010 - Present
Strategic Financial Services   September 2007 - September 2010
All Saints Healthcare  September 1994 - August 2007

Skills
Healthcare, Healthcare Management, Process Improvement, Hospitals, Leadership, Customer Service, Management, Healthcare Information..., Event Planning, Project Management, Healthcare Safety, Contract Management

Education
Cardinal Stritch University
Associate's Degree, Business

Robert Castellano Robert Castellano Washington D.C. Metro Area Details
Robert Castellano's Strategic Financial Services Experience June 2012 - July 2012
Job Account Executive Portfolio Management at CapitalSource
Industry Financial Services
Experience
CapitalSource  November 2014 - Present
Constellation Brands  June 2014 - September 2014
Travelers  June 2013 - August 2013
Strategic Financial Services   June 2012 - July 2012
Cape Cod Baseball League  June 2011 - August 2011
The Hartford  June 2010 - August 2010

Skills
Competitive Analysis, Business Development, Economics, Analysis, Valuation, Research, Sales, Financial Analysis, Underwriting, Financial Modeling, Finance, Investments, Market Research, Data Analysis, Corporate Finance

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2012 — 2014
Master of Business Administration (MBA), Accounting and Finance

Hamilton College   2007 — 2011
BA, Economics, English (minor)

CFA Institute
Passed Level I Exam

Arjun Motta Arjun Motta Ann Arbor, Michigan Details
Arjun Motta's Strategic Financial Services Experience May 2013 - August 2013
Job Incoming Consultant at IBM
Industry
Experience
IBM  May 2014 - August 2014
Strategic Financial Services   May 2013 - August 2013

Skills
SPSS, Marketing, Social Media, Industry Research, Simulation, Microsoft Access, Equity Research Analysis, Operations Management, Data Analysis, Written & Oral..., SQL, Minitab, Music Production

Education
University of Michigan   2011 — 2015
Bachelor of Science in Engineering, Industrial & Operations Engineering, Minor in Statistics

Alan R. Leist III, CFA Alan R. Leist III, CFA Utica, New York Details
Alan R. Leist III, CFA's Strategic Financial Services Experience September 2005 - Present
Job Principal and Senior Advisor
Industry Investment Management
Experience
Strategic Financial Services   September 2005 - Present
Fulcrum Global Partners  2004 - 2005
Merrill Lynch  1995 - 2004

Education
Cornell University   2009 — 2010
MBA

CFA Institute   2006 — 2008
CFA

Colgate University   1991 — 1995
BA

Jonathan Rea Jonathan Rea Flint, Michigan Details
Jonathan Rea's Strategic Financial Services Experience June 2004 - August 2004
Job Associate at Hanba & Lazar, P.C.
Industry Law Practice
Experience
Hanba & Lazar, P.C.   January 2014 - Present
Jason Allen Law Solutions   June 2013 - November 2013
Trott & Trott, P.C.   May 2012 - May 2013
Office of U.S. Trustee Patrick Layng   September 2011 - November 2011
Legal Assistance Foundation of Metropolitan Chicago  January 2011 - April 2011
Office of Chapter 13 Trustee Thomas W. McDonald, Jr.   June 2009 - August 2009
Strategic Financial Services   June 2004 - August 2004

Skills
Legal Research, Bankruptcy, Legal Writing, Westlaw, Courts, Microsoft Excel, Lexis, Legal Issues, Motions, Chapter 13 Bankruptcy, Civil Litigation, Trials, Chapter 11, Chapter 7, PACER, Debtors, Hearings, Mediation

Education
The John Marshall Law School   2009 — 2012
Juris Doctor

Kalamazoo College   2005 — 2009
B.A., Economics and Business

Universidad Antonio de Nebrija   2007 — 2007

Brother Rice High School   2001 — 2005

Mike Quirk Mike Quirk Norwell, Massachusetts Details
Mike Quirk's Strategic Financial Services Experience 2012 - Present
Job Wealth Manager / CoOwner
Industry Financial Services
Experience
Strategic Financial Services   2012 - Present
Summit Technical Services  January 2010 - 2012
Summit Technical Services  September 2004 - December 2009
Summit Technical Services  May 2002 - August 2004
Summit Technical Services  February 1996 - April 2002
Summit Technical Services  September 1993 - January 1996
New York Life Insurance Company  September 1990 - August 1993
Stop & Shop  May 1986 - 1990
Stop & Shop  September 1977 - April 1986

Skills
Series 7, Series 66, Life Insurance, Retirement Planning, Money Management, Financial Services, Wealth Management..., 401k Rollovers, 403 b, CRM, New Business Development, Networking, Business Networking, Cold Calling, Recruiting, Sales, Internet Recruiting, Sourcing, Human Resources, Talent Acquisition, Account Management, Staff Augmentation, Building Relationships, Executive Search, Screening, Talent Management, Sales Process, Search, Sales Operations, Lead Generation, Strategic Sourcing, Recruiters, Employer Branding

Education
University of Massachusetts Dartmouth   1979 — 1985
Business

Clayton Karges Clayton Karges Rumford, Rhode Island Details
Clayton Karges's Strategic Financial Services Experience June 2012 - August 2012
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2014 - Present
The Veloz Group  June 2013 - August 2013
Strategic Financial Services   June 2012 - August 2012

Skills
International Business..., Marketing Strategy, International Business, Marketing, Research

Education
American College of Thessaloniki   2013 — 2014
Bachelor’s Degree, International Business/Finance

Boston College   2010 — 2014
Bachelor's degree in Management & Leadership / Finance

Fungai Muyengwa Fungai Muyengwa Phoenix, Arizona Area Details
Fungai Muyengwa's Strategic Financial Services Experience January 2005 - January 2008
Job Corporate Service Advisor
Industry Financial Services
Experience
Work Life Financial   January 2008 - Present
Strategic Financial Services   January 2005 - January 2008
Equity Financial Mortgage   October 2004 - January 2005

Education
University of Iowa   1994 — 2000
business/ optometry

Morningside College   1991 — 1994
businness law/marketing

Clinton Kane Clinton Kane New Hartford, New York Details
Clinton Kane's Strategic Financial Services Experience March 2012 - Present
Job Retirement Plan Specialist at Strategic Financial Services
Industry Financial Services
Experience
Strategic Financial Services   March 2012 - Present
Commonwealth Financial Network  March 2009 - March 2012
AXA Advisors  April 2005 - March 2009

Skills
Series 7, Series 63, Series 65

Education
State University of New York Institute of Technology at Utica/Rome   2005 — 2007
Bachelor's degree, Business Administration and Management, General

Herkimer County Community College   1998 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Khaled Keshk, CPA Khaled Keshk, CPA Toronto, Canada Area Details
Khaled Keshk, CPA's Strategic Financial Services Experience October 2012 - January 2014
Job Director / Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US  February 2014 - Present
Strategic Financial Services   October 2012 - January 2014
Deloitte Canada  September 2011 - October 2012
Price Waterhouse Coopers  June 2008 - September 2011
Ernst & Young, Toronto Canada   June 2005 - November 2007
British American Tobacco  June 2001 - June 2005
Deloitte & Touche  February 1995 - May 2001

Skills
Financial Audits, US GAAP, IFRS, Sarbanes-Oxley Act, SEC Filings, Internal Audit, Enterprise Risk..., Financial Reporting, Internal Controls, Auditing, External Audit, Assurance, Team Leadership, Accounting, Consolidation, Strategic Financial..., Risk Management, Risk Assessment, Cash Flow, Financial Risk, Business Analysis, Managerial Finance, Analysis, Corporate Finance, Business Process, Financial Analysis, Financial Accounting, Financial Statements, Finance, CPA, Variance Analysis, Budgets, Business Strategy, GAAP, Process Improvement, COSO Framework, Corporate Governance, Strategy, Tax, Big 4, Management, Leadership, Consulting, Project Management, Business Process..., Due Diligence, Management Consulting

Education
The American Institute of Certified Public Accountants   2000 — 2001
CPA, Accounting and Finance

Colorado Board of Accountancy   1999 — 2000
CPA, Finance & Audit

New Mexico Public Accountancy Board   2007 — 2007
CPA, Accounting, Finance & Audit

Ain Shams University   1989 — 1993
B.comm, Finance & Accounting

Javed Narejo Javed Narejo Utica, New York Details
Javed Narejo's Strategic Financial Services Experience June 2014 - Present
Job Equity Research Analyst at Strategic Financial Services
Industry Investment Management
Experience
Strategic Financial Services   June 2014 - Present
Department of Economics Colgate University   May 2013 - August 2013
Institute of Politics, Philosophy and Economics   May 2012 - August 2012
Foundation Securities   June 2011 - July 2011

Skills
Microsoft Office, Microsoft Excel, Stata, Econometrics, Microsoft Word, Research, PowerPoint, Financial Analysis, Financial Modeling, Public Speaking, SAS, Investments, Equity Research, Equity Research Analysis, Corporate Finance, Financial Accounting, Valuation, Bloomberg, Capital Markets

Education
Colgate University   2010 — 2014
Bachelor of Arts (BA), Mathematical Economics and Applied Mathematics

Tina Visconti Tina Visconti Greater Boston Area Details
Tina Visconti's Strategic Financial Services Experience June 2003 - July 2005
Job Administrative Assistant, Loan Officer Assistant at Primary Residential Mortgage
Industry Health, Wellness and Fitness
Experience
Primary Residential Mortgage  July 2014 - Present
Herbalife  June 2010 - Present
Healthy Vibes Nutrition Club   July 2012 - February 2014
Prescribed Care Rx   January 2012 - September 2012
KinderCare  October 2008 - April 2010
EAI Mortgage Group   October 2006 - January 2008
Strategic Financial Services   June 2003 - July 2005

Skills
Coaching, Customer Service, Public Speaking, Wellness Coaching, Wellness, Nutrition, Team Building, Event Planning

Education
Cape Cod Community College   1990 — 1991
Business Management

Plymouth North High School   1984 — 1989

Melissa Fernalld Melissa Fernalld Utica, New York Details
Melissa Fernalld's Strategic Financial Services Experience November 2007 - Present
Job Wealth Management Specialist
Industry Financial Services
Experience
Strategic Financial Services   November 2007 - Present
The Bank of New York Mellon  June 2005 - November 2007

Skills
Strategic Planning, Strategic Financial...

Education
SUNY Oswego   2003 — 2005
BS, Business Administration

Herkimer County Community College   2001 — 2003
AAS, Accounting

Eileen Maguire Eileen Maguire Greater Philadelphia Area Details
Eileen Maguire's Strategic Financial Services Experience March 2007 - November 2010
Job R4 Risk & Wealth Solutions
Industry Financial Services
Experience
R4 Risk & Wealth Solutions   November 2010 - Present
Strategic Financial Services   March 2007 - November 2010
Hess, Egan, Hagerty & L'Hommedieu, a division of M&T Bank   August 1999 - January 2007

Skills
Online Advertising, New Business Development, Microsoft Office

Education
Burlington County College   1997 — 1998

Christopher Lai, CFA Christopher Lai, CFA Utica, New York Area Details
Christopher Lai, CFA's Strategic Financial Services Experience July 2011 - September 2011
Job Portfolio Manager at Ascent Wealth Partners, LLC
Industry Financial Services
Experience
Ascent Wealth Partners, LLC   September 2011 - Present
Strategic Financial Services   July 2011 - September 2011
Strategic Financial Services   January 2008 - July 2011

Skills
Options, Equities

Education
CFA Institute
CFA, Investment Management

State University of New York at Buffalo   2006 — 2008
M.A., Financial Economics

Nanyang Technological University   2002 — 2006
B.A, Materials Science and Engineering

Laura E. Powers Laura E. Powers Utica, New York Details
Laura E. Powers's Strategic Financial Services Experience April 2004 - Present
Job Advisor at Strategic Financial Services
Industry Financial Services
Experience
Strategic Financial Services   April 2004 - Present

Skills
Strategic Financial..., Leadership, Management, Strategic Planning, Marketing, Strategy, Nonprofits, Business Development, Retirement Plan Design, Client Relationship..., Public Speaking, 401(k)..., Human Resources, Organizational..., Community Outreach, Teamwork, Team Leadership, Community Theatre, Public Relations, Independent Thinking, Independent Financial..., Financial Advisory, Retirement, Retirement Plan..., Retirement Solutions, Retirement Services, Employee Benefits, Investment Advisory, 401k, 403 b, Profit Sharing, Safe Harbor, Pensions, Cash Balance, Civic Engagement, Employee Engagement, Solution-Oriented...

Education
SUNY Polytechnic Institute   2005 — 2008
Master of Business Administration (MBA), Marketing

SUNY Polytechnic Institute   2000 — 2003
Bachelor of Arts (B.A.), Psychology

Herkimer County Community College   1998 — 2000

Douglas Walters, CFA Douglas Walters, CFA Utica, New York Area Details
Douglas Walters, CFA's Strategic Financial Services Experience 2015 - Present
Job Chief Investment Officer at Strategic Financial Services
Industry Investment Management
Experience
Strategic Financial Services   2015 - Present
Strategic Financial Services   2014 - 2015
EVA Dimensions  2013 - 2014
Deutsche Bank  2008 - 2013
Deutsche Bank  2006 - 2008
Deutsche Bank  2004 - 2006
Deutsche Bank  2001 - 2003
Deutsche Bank  June 2000 - August 2000
General Electric, Aircraft Engines Division   July 1997 - August 1999
General Electric, Aircraft Engines Division   1995 - 1997

Education
Massachusetts Institute of Technology - Sloan School of Management   1999 — 2001
MBA, Finance

Massachusetts Institute of Technology   1997 — 1999
MS, Mechanical Engineering

Clarkson University   1991 — 1995
BS, Mechanical Engineering

Burnt Hills   1987 — 1991

Heather Sweet Heather Sweet Greater New York City Area Details
Heather Sweet's Strategic Financial Services Experience June 2012 - August 2012
Job Analyst at CIBC
Industry Banking
Experience
CIBC  June 2014 - Present
Gerstein Fisher  June 2013 - August 2013
Strategic Financial Services   June 2012 - August 2012
Upstate Cerebral Palsy  June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, English, C

Education
Providence College   2010 — 2014
Bachelor of Arts (B.A.), Business Economics

Clinton Senior High School   2007 — 2010

Kasey Williams,CFE Kasey Williams,CFE Utica, New York Area Details
Kasey Williams,CFE's Strategic Financial Services Experience March 2008 - Present
Job CCO at Strategic Financial Services
Industry Financial Services
Experience
Strategic Financial Services   March 2008 - Present
First Niagara Bank  April 2007 - March 2008
Stock Building Supply  June 2006 - April 2007

Education
Utica College   2008 — 2010
MBA, Economic Crime and Fraud Management

Union College   2002 — 2006
BA, Managerial Economics

Mohawk High School   1998 — 2002

David Lemire David Lemire Utica, New York Area Details
David Lemire's Strategic Financial Services Experience September 2011 - Present
Job Managing Director at Strategic Financial Services
Industry Investment Management
Experience
Strategic Financial Services   September 2011 - Present

Skills
Asset Allocation, Investment Management, Investments, Asset Managment, Equities

Education
Fordham Gabelli School of Business   1996 — 1999
MBA, Finance

Kenyon College   1986 — 1991
BA, Political Science

Philip Giordano Philip Giordano Greater San Diego Area Details
Philip Giordano's Strategic Financial Services Experience December 2006 - Present
Job Owner
Industry Financial Services
Experience
Strategic Financial Services   December 2006 - Present
ClearWater Settlements   2005 - 2006
Comerica Bank  1999 - 2005
Marcus & Millichap  November 1998 - November 1999

Skills
Investments, Life Insurance, Insurance, Alternative Investments, Fixed Annuities, Strategic Financial..., Retirement Planning, Estate Planning, Due Diligence, Retirement, Disability Insurance, Finance, Long-term Care, Business Planning, Risk Management, Term Life Insurance, Financial Modeling, Financial Analysis, Financial Planning

Education
Brigham Young University   1993 — 1998
BS Finance with International Emphasis

Judith Vicks Sweet CFA Judith Vicks Sweet CFA Utica, New York Area Details
Judith Vicks Sweet CFA's Strategic Financial Services Experience October 1988 - Present
Job President, Strategic Financial Services
Industry Financial Services
Experience
Strategic Financial Services   October 1988 - Present
Marine Midland Bank  July 1984 - October 1988
Bank of New York Mellon  July 1983 - July 1984

Education
Bucknell University   1978 — 1982
BA, Economics

UFA

UFA

Fungai Muyengwa Fungai Muyengwa Phoenix, Arizona Area Details
Fungai Muyengwa's Strategic Financial Services Experience May 2005 - December 2006
Job Corporate Service Advisor at WorkLife Financial
Industry Financial Services
Experience
WorkLife Financial   January 2007 - Present
Strategic Financial Services   May 2005 - December 2006

Education
University of Iowa   1997 — 2004
markething/optometry

Robert Hanft Robert Hanft Utica, New York Area Details
Robert Hanft's Strategic Financial Services Experience September 2011 - Present
Job Managing Director at Strategic Financial Services
Industry Education Management
Experience
Strategic Financial Services   September 2011 - Present
Trinsum Group   2003 - 2008
JPMorgan Chase  June 1969 - January 1999

Education
Hartwick College
BA, Economics

Long Island University, C.W. Post Campus
MBA, Finance

Addie Williams Addie Williams Miami/Fort Lauderdale Area Details
Addie Williams's Strategic Financial Services Experience May 2013 - April 2015
Job Payroll Supervisor at Town of Davie
Industry Accounting
Experience
Town of Davie  June 2015 - Present
The GEO Group, Inc.   December 2014 - June 2015
Strategic Financial Services   May 2013 - April 2015
Ann Stork Center   June 2012 - May 2013
H&R Block  January 1995 - April 2013
Jackson North Medical1   April 1995 - December 2011
Florida Medical Center  October 1990 - April 1995

Skills
HRIS, Accounts Payable, Accounting, Payroll, Reconciliation, Auditing, SOX, Accounts Receivable, Compensation, PeopleSoft, Bookkeeping, Payroll Processing, Payroll Taxes, Accruals, Invoicing, Account Reconciliation, Deferred Compensation, Sarbanes-Oxley Act, US GAAP, Process Improvement, Financial Statements, Financial Reporting, Internal Controls, Management, Variance Analysis, Access, GAAP, Tax Preparation, Internal Audit, Cash Flow, General Ledger, Journal Entries, Budgets, Financial Accounting, Tax, Financial Analysis, Cost Accounting, ADP Payroll, Income Tax, Employee Benefits, Kronos, Human Resources, Sarbanes-Oxley, Time Management, Bank Reconciliation

Education
University of Phoenix   2007 — 2010
Bachelors of Science, Accounting

Jody Blankenagel Jody Blankenagel Millville, Utah Details
Jody Blankenagel's Strategic Financial Services Experience November 2004 - July 2005
Job Homemaker at Blankenagel Inc.
Industry Entertainment
Experience
Blankenagel Inc.   March 2009 - Present
Alpine rehabilitation   September 2008 - December 2008
Myers Mortuary   October 2007 - September 2008
Preferred family clinic  April 2007 - August 2007
The Daily Herald  August 2005 - April 2007
Strategic Financial Services   November 2004 - July 2005
Maddox Ranch house   November 2001 - August 2003

Skills
Social Networking, Administrative..., Photography, Teamwork, Budgets, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Leadership, Organization, Problem Solving

Education
Dixie State College   2003 — 2005
Kinesiology and Exercise Science

Joseph Summa Joseph Summa Rome, New York Details
Joseph Summa's Strategic Financial Services Experience December 2009 - September 2011
Job Financial Advisor at Ascent Wealth Partners
Industry Investment Management
Experience
Ascent Wealth Partners, LLC   September 2011 - Present
Strategic Financial Services   December 2009 - September 2011

Skills
Financial Planning, Estate Planning, Investment Management, Asset Allocation, Equity Trading, Options Strategies, Fixed Income Strategies, Qualified Retirement..., Valuation, Strategic Financial..., Alternative Investments, Investments, Financial Analysis, Asset Management

Education
Syracuse University - Martin J. Whitman School of Management   1998 — 2002
Bachelor of Science (BS), Finance, Magna Cum Laude

Kathy Lenz Kathy Lenz Greater New York City Area Details
Kathy Lenz's Strategic Financial Services Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Strategic Financial Services   2009 - 2011
Nab Construction  May 1992 - May 2006

Skills
Microsoft Excel, Strategic Financial..., Budgets, Financial Accounting, Finance, Financial Analysis, Financial Reporting, Account Reconciliation, Auditing, Accounting

Education
St. John's University

Ryan Quirk Ryan Quirk Greater Boston Area Details
Ryan Quirk's Strategic Financial Services Experience May 2013 - August 2013
Job Intern at State Street
Industry Financial Services
Experience
State Street  June 2014 - Present
Strategic Financial Services   May 2013 - August 2013
TK O'Malley's   April 2011 - August 2012

Skills
Financial Services

Education
Boston College   2012 — 2016
Bachelor of Science (BS), Finance

Rockland High School   2008 — 2012